Jones Financial Companies
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Jones Financial Companies’s Edgewell Personal Care EPC Stock Holding History

Jones Financial Companies’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Buy
+550
New +$11.7K ﹤0.01% 3622
2026
Q1 		– Sell
-8
Closed -$136 – 4787
2025
Q4 		$136 Sell
8
-45
-85% -$832 ﹤0.01% 4295
2025
Q3 		$1.05K Hold
53
– – ﹤0.01% 3879
2025
Q2 		$1.23K Buy
53
+8
+18% +$222 ﹤0.01% 3606
2025
Q1 		$1.38K Hold
45
– – ﹤0.01% 3328
2024
Q4 		$1.51K Hold
45
– – ﹤0.01% 3065
2024
Q3 		$1.64K Buy
+45
New +$1.74K ﹤0.01% 2713
2014
Q4 		– Sell
-2,351
Closed -$215K – 231
2014
Q3 		$215K Buy
+2,351
New +$210K ﹤0.01% 220
2013
Q3 		– Sell
-549
Closed -$41K – 749
2013
Q2 		$41K Buy
+549
New +$39.9K ﹤0.01% 344

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Jones Financial Companies's EPC Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Edgewell Personal Care (EPC) in Q2 2026: 550 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #3622 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in EPC as recently as Q4 2025.

Jones Financial Companies first reported a position in EPC in Q2 2013 and has held it in 9 quarters since. The position peaked at $215K in Q3 2014. 223 funds tracked by Wall St. Rank hold EPC as of Q2 2026.

  • Jones Financial Companies held 550 shares of Edgewell Personal Care worth $15.2K as of Q2 2026.
  • Edgewell Personal Care was a new Jones Financial Companies position in Q2 2026.
  • Edgewell Personal Care made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3622 holding.
  • Jones Financial Companies first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 9 quarters since.
  • Jones Financial Companies's Edgewell Personal Care position peaked at $215K in Q3 2014.
  • 223 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.